| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 276,890 | 7,806,000 | 76.21% | ||
| 2 | SUN LIFE FINANCIAL INC | 50,000 | 1,410,000 | 13.77% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26,348 | 743,000 | 7.25% | ||
| 4 | HANCOCK WHITNEY CORP | 10,000 | 282,000 | 2.75% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 79 | 2,000 | 0.02% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.